Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Long-Term Treasury Bond Index Mutual funds in their Schedule of Assets, totaling $19.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIBERTY BANK LIBERTY BANK PENSION PLAN | MIDDLETOWN CT | 736 | $148.9M | $18.6M |
| 2 | INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 132 | $34.5M | $467K |
| 3 | LUMINE GROUP US HOLDING INC. |
LOWELL MA |
| 332 |
| $22.4M |
| $72K |
| 4 | TITANIUM PLATFORM, LLC TITANIUM PLATFORM, LLC 401(K) PLAN | LOWELL MA | 89 | $9.0M | $2K |